Testimonials
Personal Income Tax Reduction
James's team worked with my CPA to lower my personal income tax by more than $1,000,000 for each of the next three years.
Dr. J. W.
Social Security Optimization
I would request that my Social Security income start at age 65 until James showed me the optimum month and year to file. His advice created an expected lifetime family benefit of $950,667.
Richard D.
Lifetime Income Planning
James's team created a comprehensive report showing my wife the optimum strategies and me for receiving lifetime income from our pensions, Social Security, 401(k), 403(b), IRA, TSP, SEP & ROTH accounts.
Jim L.
Venture Capital
"James brings investors' point of view for our invested companies and guides the right targets for various co-investments in which Cocoon participates." James has been a valuable partner in Cocoon Resources, Inc. His services will help us grow businesses that will positively affect millions of people worldwide.
Katherine Bazemore, CEO of Cocoon Resources
Charitable Planning
James is the only advisor I know that teaches the importance of adding value to our donors rather than just asking for donations. James creates charitable plans that significantly increase the financial benefits our donors receive. For the first time, our donors understand how charitable planning benefits them!
Sherry Pentecost, Morgan County United Way